
Let our unconventional view on investing inspire you. Discussing investment topics from a dual-edged point of view.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 148 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||

DualEdge Invest with The Pursuit of Compounding
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Duolingo spent years turning a free learning habit into a profitable subscription business. It is now giving learners more while accepting slower growth and lower margins in th...
The Pursuit of Compounding and DualEdge Invest
Welcome to a special collaborative Deep Dive.
Today, we are teaming up with DualEdge Invest to tackle a company that sits squarely at the intersection of behavioral psychology and consumer te...
I wanted to sell my Dino Polska shares. After the research Cas and I had published, I could make a convincing case for doing it. I had paid too much, understood less about the financing than I thought, and arrived at a valuation that gave m...
Milan and Cas | DualEdge Invest | 12 September 2026
Dino shares rallied on 21 August after results that did not look worthy of celebration. Like-for-like sales grew 0.3%. The EBITDA margin fell by 56 basis points. First-half operating cash...
DualEdge Invest | Qualitative Deep Dive | 19 August 2026
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A little over two years ago, I discovered two things at roughly the same time: Substack and Dino Polska.
Compounding Quality introduced me to a pitch that was almost...
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